Elser Financial Planning’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
2,093
-218
-9% -$61.5K 0.74% 27
2025
Q1
$682K Sell
2,311
-101
-4% -$29.8K 0.94% 23
2024
Q4
$700K Sell
2,412
-179
-7% -$51.9K 0.04% 50
2024
Q3
$771K Sell
2,591
-282
-10% -$84K 1.12% 20
2024
Q2
$741K Buy
+2,873
New +$741K 0.12% 40